JFA
NUV icon

JNBA Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

JNBA Financial Advisors’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$2K – 733
2022
Q2 		$2K Buy
+250
New +$2.27K ﹤0.01% 657

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JNBA Financial Advisors's NUV Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2022, closing a stake of 250 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in NUV in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 218 funds tracked by Wall St. Rank hold NUV as of Q3 2022.

  • JNBA Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 250 Nuveen Municipal Value Fund shares in Q3 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2022 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen Municipal Value Fund position peaked at $2K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.